Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: BRADY FAMILY WEALTH LLC
  City: SAINT LOUIS
  State: MO
  Zip: 63144
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $308,387,000
  Total Value Change : $16,529,000
  Securities Held Change : -2
   
All Securities Held : 117
  New Positions : 1
  Closed Positions : 3
  Increased Positions : 62
  Unchanged Positions : 21
  Decreased Positions : 33

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 118 Closed $178.70 $0 0 0% -500,000 -2,796 0    Closed - End Fund - E...
   (EMB)1 Year Chart         EMB iShares JPMorgan USD Emerg ... 120 Closed $89.41 $0 0 0% -209,000 -2,348 0    Closed - End Fund - E...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 119 Closed $125.33 $0 0 0% -251,000 -2,201 0    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results